Online Resources
Bowmanville Financial Planners Forum & Webcast
Thank you for attending our Financial Planners Forum. Our hope is to provide you with relevant education for the industry, for your business, and for your clients.
These online resources are a way to allow you to review the presentations that were performed for you at the event. This is a major part of our commitment to ensure that the information provided to you at the event remains relevant to you long after our event ended.
Presentations and Contact Info
In the table below you will find a PDF version of the exact presentation that was made to you at our event. Please note that some of these pages may look “messy”. This could be a result of layers and animations that PowerPoint makes look “neat”. If you would like a clean version of these slides, it is recommended that you contact the presenter directly.
Tuesday, December 5th, 2017
- Crossing the Line
- Industrial Alliance
- Cumberland PWM
- Hunter McCorquodale
- Combined Insurance
- Life Design Analysis
- Manulife Bank
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
Attracting and Retaining Clients with CPWM
Jason Trueman, Portfolio Manager, Cumberland Private Wealth Management Inc
613-929-4511
Jonathan Jarvie, Inside Sales Representative, Life Design Analysis
1-844-498-7473
Presentation Title
Presenter Name, Business Development Consultant, Manulife Bank
Phone Number
Wednesday, December 6th, 2017
- Professional Responsibility
- The Personal Coach
- LTC Planning Network
- FDS Broker Services
- Robert Gignac
- CPP
- Asser Inc
Professional Responsibility Applied! (Case Study Group 2)
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
Discussing Real Estate Investing with Your Clients
Hal Yesovitch, VP Sales, FDS Broker Services
905-566-4420 x241
647-921-4428
Robert Gignac, Author, “Rich is a State of Mind”
905-841-0837
Presentation Title
Mike Liem, Regional Sales Director, Ont NE, Canada Protection Plan
416-414-9000